Filed February 16, 2024 (most recent of 3 filings on file)
Total covered: 284 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,731 | $166,131-41.2% | $164,975-40.8% | $145,877-33.0% |
| Participation rate | 52.9% | 82.0%-29.1pp | 78.6%-25.7pp | 80.3%-27.4pp |
| Annual return | 13.85% | 100.37%-86.5pp | 70.12%-56.3pp | 551.28%-537.4pp |
| Employer contribution / active EE | $1,314 | $5,276-75.1% | $4,343-69.7% | $4,663-71.8% |
| Participant deferral / active EE | $3,257 | $6,962-53.2% | $6,033-46.0% | $6,691-51.3% |
| Admin fee / account holder | $620 | $16,648-96.3% | $12,688-95.1% | $13,402-95.4% |